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Building 2ONE ADVISORY PARTNERS, LLC

Map pinOVERLAND PARK, KS
Phone913-663-2376
NotebookSEC #801-74388
Total AUM
$369.5M
Employees
11
Clients
315

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5440 W 110TH ST.
OVERLAND PARK
KS 66211
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
913-663-2376

ReceiptFinancials

Total AUM
$369.5M
Accounts
316
Discretionary
$369.5M
Accounts
316
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
213
AUM
$92.7M
HNW Individual Clients
101
AUM
$275.8M
Charitable Organization Clients
1
AUM
$1M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLKSMONCNEORTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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